American Financial Advisors, LLC Reduced Holdings in Q2 2025

American Financial Advisors, LLC

  • $680 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-158K
- 67.06%
$42.72 - $44.24 $6.77M - $7.01M
77.8K $3.42M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.72K
- 1.98%
$483.48 - $539.8 $830K - $926K
84.9K $41.3M
XLV
Select Sector Spdr Fund Health

ETFs
-1.92K
- 1.3%
$128.77 - $144.3 $247K - $277K
145K $19.6M
VIG
Vanguard Dividend Appreciation

ETFs
-5.09K
- 2.49%
N/A
200K $36.4M
LLY
Eli Lilly & CO

Healthcare
-14
- 0.1%
$713.71 - $898.95 $9.99K - $12.6K
13.4K $10.4M
AAPL
Apple Inc.

Technology
-133
- 0.41%
$172.42 - $223.89 $22.9K - $29.8K
32.4K $6.65M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-10.7K
- 3.72%
$37.08 - $42.26 $397K - $453K
277K $11.5M
DNP
Dnp Select Income Fund Inc

Financial Services
-51.6K
- 8.57%
$8.89 - $9.88 $458K - $509K
550K $5.38M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-14K
- 21.21%
$29.12 - $35.84 $409K - $503K
52.2K $1.87M
FTCS
First Trust Capital Strength E

ETFs
-7.36K
- 1.96%
$81.6 - $92.39 $601K - $680K
368K $33.5M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-2.47K
- 0.72%
$48.5 - $49.35 $120K - $122K
341K $16.8M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-1.46K
- 14.1%
$51.14 - $57.0 $74.5K - $83K
8.88K $504K
RWR
Spdr Dow Jones Reit ETF

ETFs
-279
- 1.42%
$86.33 - $99.71 $24.1K - $27.8K
19.4K $1.87M
HD
Home Depot, Inc.

Consumer Cyclical
-179
- 2.79%
$335.24 - $380.78 $60K - $68.2K
6.23K $2.28M
SBUX
Starbucks Corp

Consumer Cyclical
-419
- 14.66%
$79.69 - $99.41 $33.4K - $41.7K
2.44K $223K
FTSL
First Trust Senior Ln Fund

ETFs
-1.37K
- 4.03%
$44.58 - $46.07 $61.2K - $63.2K
32.7K $1.5M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-3.5K
- 0.88%
$77.94 - $79.5 $273K - $278K
396K $31.5M
XLE
Energy Sector Spdr

ETFs
-184
- 6.15%
$76.44 - $94.13 $14.1K - $17.3K
2.81K $238K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-1.14K
- 8.61%
$36.25 - $42.28 $41.3K - $48.2K
12.1K $510K
PG
Procter & Gamble CO

Consumer Defensive
-92
- 5.09%
$157.66 - $172.39 $14.5K - $15.9K
1.72K $273K
EMB
Ishares Tr

ETFs
-693
- 4.3%
$86.54 - $92.62 $60K - $64.2K
15.4K $1.43M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-1.37K
- 2.88%
$69.8 - $85.28 $95.3K - $116K
46.1K $3.82M
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
-458
- 4.62%
$41.42 - $46.68 $19K - $21.4K
9.45K $430K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-250
- 0.4%
$26.18 - $26.93 $6.55K - $6.73K
62.6K $1.67M
MUB
Ishares National Muni Bond ETF

ETFs
-80
- 1.67%
$102.31 - $105.8 $8.18K - $8.46K
4.71K $492K
FCVT
First Tr Exchange Traded Fd Iv

ETFs
-1.2K
- 11.62%
$32.51 - $38.81 $38.9K - $46.5K
9.12K $353K
BNDX
Vanguard Total International B

ETFs
-295
- 2.1%
$48.77 - $49.55 $14.4K - $14.6K
13.8K $680K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-85
- 3.39%
$83.54 - $100.04 $7.1K - $8.5K
2.42K $240K
CGCP
Capital Group Core Plus Income

ETFs
-189
- 0.89%
$21.92 - $22.56 $4.14K - $4.26K
21K $473K
WELL
Welltower Inc.

Real Estate
-63
- 0.47%
$136.49 - $155.22 $8.6K - $9.78K
13.2K $2.03M
IEMG
Ishares Inc

ETFs
-44
- 0.57%
N/A
7.72K $414K
XLU
Utilities Sector Spdr

ETFs
-148
- 3.96%
$73.09 - $82.77 $10.8K - $12.2K
3.59K $292K
First Tr Exchng Traded Fd Vi
-1.15K
- 11.55%
N/A
8.77K $0
Capital Grp Fixed Incm ETF T
-26.2K
- 2.9%
N/A
878K $0
First Tr Exchange Traded Fd
-6K
- 6.1%
N/A
92.3K $0
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-400
- 10.4%
$101.93 - $128.63 $40.8K - $51.5K
3.45K $443K
FEMS
First Trust Emerging Markets S

ETFs
-210
- 3.86%
$32.56 - $40.98 $6.84K - $8.61K
5.23K $212K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-4.28K
- 1.66%
$67.03 - $80.35 $287K - $344K
254K $20.3M
CGGO
Capital Group Global Growth Eq

ETFs
-142
- 1.9%
$25.31 - $32.17 $3.59K - $4.57K
7.34K $234K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-398
- 2.86%
$19.1 - $23.83 $7.6K - $9.48K
13.5K $322K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-6.03K
- 1.23%
$27.29 - $29.28 $165K - $177K
485K $14.2M
MGM
Mgm Resorts International

Consumer Cyclical
-400
- 4.06%
$25.79 - $34.95 $10.3K - $14K
9.46K $325K
IWD
Ishares Russell 1000 Val ETF

ETFs
-34
- 0.42%
$166.82 - $194.23 $5.67K - $6.6K
8.02K $1.56M
GOOG
Alphabet Inc.

Communication Services
-32
- 1.03%
$146.58 - $180.01 $4.69K - $5.76K
3.07K $543K
IWM
Ishares Russell 2000 ETF

ETFs
-2
- 0.05%
$174.82 - $215.79 $350 - $432
3.85K $830K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-131
- 0.79%
$22.27 - $29.21 $2.92K - $3.83K
16.4K $479K
RDVY
First Trust Rising Dividend Ac

ETFs
-279
- 1.05%
$51.6 - $62.74 $14.4K - $17.5K
26.3K $1.65M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-2.01K
- 16.53%
$40.51 - $71.03 $81.4K - $143K
10.1K $713K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-13
- 0.72%
$177.93 - $313.14 $2.31K - $4.07K
1.79K $561K
Activity Summary
Buys All Purchases 87 New Holdings 16 Increased Positions 71 Sells All Sells 62 Reductions 62 Sold out 0 Options Calls 0 Puts 0
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